The movement from DSO to a refined product upfront i suspect is causing some of the pain, so initially we needed c$13m or something to get to production in the PFS and now require $90m. Its a big increase, however the PFS then had c.55m in the 2nd year for costs.
Overall pretax NPV down around 15%, $736m to $613m (noting when we got the PFS the pretax NPV was up 35%). ASIC costs down slightly, but that could be on the back of the mine life being extended.
Disappointing, yes. Disaster, probably not
Will be an interesting webinar
Ann: Great White Kaolin Project - Definitive Feasibility Study, page-117
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